Company News

Managed account finished – 1.1% YTD after losing 4.8% in August 2011, due to falls in equity markets

Managed account was negative due to extreme down moves in global stock markets and German equities. German DAX dropped by 19% during month, to finish down 16% YTD. Long strategies in DAX were main contributor to performance. YTD results are almost flat in extremely difficult period.

Roberto Falzoni, Panelist at OPAL European Family Office & Private Wealth Management Forum in Geneva

On 17th June  Roberto Falzoni , Dukre Asset Management SA President, was a panelist at the  European Family Office & Private wealth Management Forum. Participating in the session on Succession Planning: Protecting Your Family’s Well Being for Years to Come

Managed account (high return class) gained 2% in March 2011 and finished the first quarter up 2.2% YTD.

Managed account performed well in March, in a difficult environment. The European debt crisis, the earthquake in Japan contributed to volatile conditions. Despite sell offs in stock markets, program achieved its goal to generate positive results.

Our Managed account (high return class) gained 1.4% in May 2011 and was up 2.79% YTD.

Once Again, our managed account managed to generate positive results despite a sell of in global equity markets. Our Managed account gained 1.4% in May and finished positive at 2.8% on a YTD basis.

Higher return program of managed account gained 5.1% in 2010. Since inception three years ago, program has always generated a yearly positive performance

In 2010, the program achieved its goal to produce positive returns, with a lower degree of risk than stock markets. We were very prudent and operated with no or very low leverage, especially during the European crisis.

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